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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Trigger when a new email arrives in specific mailbox.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Matching Search
Triggers when a new email matches your specific filters (Subject, Sender, or Label). You can customize whether to include thread replies or just the first email.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Do thisActions
Action is the task that follows automatically within your Gmail integrations.
Send Email
Send an email and attach one or more files or Drive links.
Remove Label From Email
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Add Label to Email
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
Reply to Email
Send a reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Mails
Search Gmail messages by sender, subject, or label and return message details, attachments, and a next-page token for pagination.
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Step by step guides to integrate Gmail and Help Scout
Frequently Asked Questions
To start, connect both your Gmail and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in Gmail triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how Gmail data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between Gmail and Help Scout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Gmail and Help Scout. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
Learn MoreAbout Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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